VBOUT + Wealthbox CRM

VBOUT + Wealthbox CRM integrations

Add new Wealthbox CRM contacts to a VBOUT list for seamless management

Effortlessly manage your Wealthbox CRM contacts by adding them to your VBOUT Lists with this seamless workflow. Once set up, each time a new contact is added in Wealthbox CRM, the same contact will be added to a specified VBOUT List. This efficient process ensures your marketing and communication campaigns stay updated and relevant to your audience.

When this happens...
New ContactTriggers when a new contact is created.
TriggerInstant
automatically do this!
Add Contact to ListAdds a contact to a specific email list.
ActionWrite

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More things you can do with Wealthbox CRM and VBOUT

Discover other triggers and actions you can use with Wealthbox CRM and VBOUT

New Comment
Triggers when a new comment is created.
Trigger
Instant
Try It
- Plan Limitation
Trigger
Instant
Try It
New Note
Triggers when a new note is created.
Trigger
Instant
Try It
New Project
Triggers when a new project is created.
Trigger
Instant
Try It
New Task
Triggers when a new task is created.
Trigger
Instant
Try It

Workflow Step Complete
Triggers when an existing workflow step is completed.
Trigger
Instant
Try It
- Phone Number Type
- Primary Phone Number
- Phone Number
- Email Type
- Primary Email Address
- Email Address
- Street Address Type
- Street Address Line 1
- Street Address Line 2
- City
- Zip Code
- State
- Country
- Primary Street Address
- First Name
- Last Name
- Prefix
- Middle Name
- Suffix
- Nickname
- Job Title
- Twitter Handle
- Company
- Background Information
- Birthdate
- Website URL
- Primary Website
- Gender
- Contact Source
- Marital Status
- Birthplace
- Maiden Name
- Tags
- Note
- Contact Type
- Assigned To
- Referred By
Action
Write

- Related Contact
- Type
- Content
  Required
- Tags
Action
Write
- Name
  Required
- Description
  Required
- Organizer
Action
Write
- Name
  Required
- Type
  Required
- Tags
- Email Address
- Email Type
- Primary Email
Action
Write
- Contact ID
  Required
- Phone Number Type
- Primary Phone Number
- Phone Number
- Email Type
- Primary Email Address
- Email Address
- Street Address Type
- Street Address Line 1
- Street Address Line 2
- City
- Zip Code
- State
- Country
- Primary Street Address
- First Name
- Last Name
- Prefix
- Middle Name
- Suffix
- Nickname
- Job Title
- Twitter Handle
- Company
- Background Information
- Birthdate
- Website URL
- Primary Website
- Website Type
- Gender
- Contact Source
- Marital Status
- Birthplace
- Maiden Name
- Tags
- Note
- Contact Type
- Assigned To
- Referred By
- Type
Action
Write
- Email Address
- Name
- Phone Number
- Id
- Type
- Phone Number Type
- Primary Phone Number
- Phone Number
- Email Type
- Primary Email Address
- Email Address
- Street Address Type
- Street Address Line 1
- Street Address Line 2
- City
- Zip Code
- State
- Country
- Primary Street Address
- First Name
- Last Name
- Prefix
- Middle Name
- Suffix
- Nickname
- Job Title
- Twitter Handle
- Company
- Background Information
- Birthdate
- Website URL
- Primary Website
- Gender
- Contact Source
- Marital Status
- Birthplace
- Maiden Name
- Tags
- Note
- Contact Type
- Assigned To
- Referred By
Action
Search or write
- Campaign Type
  Required
Trigger
Polling
Try It
- Choose Which List
  Required
- Choose Which Property
  Required
Trigger
Polling
Try It
- Choose a List
  Required
- Email Address
  Required
- IP Address
- Status
  Required
Action
Write
- Email Address
  Required
- Tag Name
  Required
Action
Write
- Campaign Recipients
  Required
- Campaign Name
  Required
- Body
  Required
- From Email
  Required
- From Name
  Required
- Reply To
  Required
- Campaign Type
  Required
- Campaign Subject
  Required
Action
Write
- Email Address
  Required
- Tag Name
  Required
Action
Write
- Contact Email
  Required
- List
  Required
Action
Write

New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
New Event
Triggers when a new event is created.
Trigger
Instant
Try It
New Opportunity
Triggers when a new opportunity is created.
Trigger
Instant
Try It
Task Complete
Triggers when a Task has been completed. Non-repeating tasks only.
Trigger
Instant
Try It
New Workflow
Triggers when a new workflow is created.
Trigger
Instant
Try It
- Household
  Required
- Member
  Required
- Title
  Required
Action
Write
- Related Contact
- Title
  Required
- Description
- Starts At
  Required
- Ends At
  Required
- All Day
- Category
- State
- Location
Action
Write
- Related Contact
- Name
  Required
- Description
- Target Close Date
  Required
- Probability
  Required
- Opportunity Stage
  Required
- Manager
- Amount
- Currency
- Kind
Action
Write
- Category
- Related Contact
- Type
- Name
  Required
- Due Date
  Required
- Description
- Assignment Type
  Required
- Complete
- Priority
Action
Write
- Workflow Template
  Required
- Linked to Type
  Required
- Linked to Id
  Required
- Label
Action
Write
- Email Address
- Name
- Phone Number
- Id
- Type
Action
Search
- Choose Which List
  Required
- Choose Which Property
  Required
Trigger
Polling
Try It
- List
  Required
Trigger
Polling
Try It
- Social Channel
  Required
Trigger
Polling
Try It
- Choose a List
  Required
- Status
  Required
- Email Address
Action
Write
- Contact Email
  Required
- Description
  Required
- Date
  Required
Action
Write
- List Name
  Required
Action
Write
- Message
  Required
- Social Media Channel
  Required
- Social Media Account
  Required
Action
Write
- Contact Email
  Required
- List
  Required
- New Status
- Update Field ID
- Update Field Value
Action
Write

About VBOUT

VBOUT is a marketing platform which helps you optimize the customer journey with powerful email, social media and lead intelligence tools.

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About Wealthbox CRM

Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.

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